 | Wills v. Trusts |
| 09:30 AM - 11:00 AM
1809 W. Main Street
Richmond, VA 23220
Protect your assets from nursing home costs!
Save estate taxes—give your money to your family!
Preserve your money for your children and charitable causes!
DECIDE what you want with a Living Will and Health Care Directives!
All attendees earn a free consulatation. Valued at $250! 
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| Wills v. Trusts |
| 12:00 PM - 01:00 PM
1809 W. Main Street
Richmond, VA 23220
This course will review the differences between wills and the probate process and how to avoid the probate process with a revocable trust. The basic differences in establishing a will versus a trust as well as administration techniques will be covered in this informative class
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| "Wills & Trusts" Seminar hosted by Charles E. Adams, Jr., CPA |
| 10:00 AM - 12:00 PM
3900 Westerre Parkway
Suite #103
Richmond, VA 23233
By Private Invitation Only"
Exclusively for the clients and friends of Charles E. Adams, Jr., CPA.
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| Uses of Insurance in Planning |
| 12:00 PM - 01:00 PM
1809 W. Main Street
Richmond, VA 23220
(Focus on Beneficiary Designations and Disclaimers)
This basic seminar will discuss how clients can use beneficiary designations to their benefit as well as how they can trigger complications. For example, what happens if a minor is named as a beneficiary for an IRA? The course will also review the tax implications for inherited retirement plans. Disclaimers are also a useful tool for fixing faulty estate planning, and we will review the specific rules required for qualified disclaimers.
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| Use of Buy-Sell Agreements |
| 12:00 PM - 01:00 PM
1809 W. Main Street
Richmond, VA 23220
Attorney Melanie Lee will discuss the basics of buy-sell agreements. What does a buy-sell do? What contingencies does a buy-sell cover? What triggers the buy-sell? How is a business valued for the buy-sell? What are the different ways to fund a buy-sell?
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| Special Needs Trusts (CLE credit also- 2 parts) |
| 12:00 PM - 01:00 PM
1809 W. Main Street
Richmond, VA 23220
This basic seminar will discuss how a special needs trust- sometimes called a "supplemental needs trust" can make it possible to appoint a trustee to hold property for the benefit of a disabled individual. A special needs trust provides for the needs of a disabled person without disqualifying him or her from benefits received from government programs such as Social Security and Medicaid.
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| Trust Administration |
| 12:00 PM - 01:00 PM
1809 W. Main Street
Richmond, VA 23220
This seminar will cover the basics of Trust Administration. Understanding how a Trust is settled. The seminar will also cover the importance of Trust Review and how knowledge of Trust Administration can assist a financial advisor in helping clients.
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